Operations Playbook
June 5, 2024
10 min

How to Increase WorldFirst Settlement Quota for Smooth Withdrawals

Due to policy and regulatory requirements, platforms like WorldFirst require us to submit applications for foreign exchange settlement quotas to continue smooth withdrawals.

How to Increase WorldFirst Settlement Quota for Smooth Withdrawals

A community member asked about this, so here's a quick tutorial.

Due to policy and regulatory requirements, platforms like WorldFirst require us to submit applications for foreign exchange settlement quotas to continue smooth withdrawals. The overall process is quite simple.

Operation Steps

Enter the Relevant Function Page

Log in to your WorldFirst dashboard and find the settlement quota application entry.

Select Store Type

For independent stores, select the second option.

Select Payment Gateway and Receiving Account

Choose the corresponding payment gateway and your receiving account (store).

Export Order Records

This is the easiest way for WorldFirst. Go back to your Shopify admin's orders page and find export.

Select orders for the appropriate date range based on your order status, then export orders.

Download and Upload

Wait a moment, then download the order spreadsheet from your email.

Wait for Submission Results

In most cases, it will be approved smoothly. If there are special circumstances, switch methods and adjust manually.


FAQ


Welcome to use the WorldFirst invitation link to open an account and enjoy commission-free quota.

https://portal.worldfirst.com.cn/register?default_source=WF-1v00003T7tl4&productType=E_COMMERCE&referral_id=WF-1v00003T7tl4&region=CN&utm_campaign=CNEC_MGM_2025S1&utm_medium=referral

(*Transparency statement: I may receive referral rewards. Please be informed.)

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